We believe in ensuring that our clients get the best value for money.

What makes us different is that we can influence much of the cost chain. Due to economies of scale as well as our close and long standing relationships with the fund managers and investment platforms, we’ve been able to negotiate very compelling fees These savings largely mitigate our advisory fee. Typically, this means you’re probably paying the same fees as you would when investing directly yourself (that is DIY, ex-advice and everything that goes with that).

Omega Capital’s fees and charging structures are 100% transparent, disclosed and agreed to upfront and in writing.

There are no hidden fees or are any rebates (kickbacks) earned. This is extremely rare in financial services in South Africa.

Our investment portfolio fee structure is a nil commission basis, with an annual advisory fee of between 0.25% and 0.75% of the assets under management. Typically the fee is 0.5% per annum.

• We believe we are correctly incentivised to protect and grow clients` portfolios as this in turn protects and grows our fee revenue.
• Initial fees and a pre-agreed once off structuring fee may apply dependant on the complexity of the circumstance, time required as well as the compliance cost involved. This is however a cost recovery mechanism only.
• Notwithstanding much of our value add in terms of fees lies in the other costs and fees that we save our clients, often the lion’s share of the aggregate cost.